Laker (@lakerinvestment) 's Twitter Profile
Laker

@lakerinvestment

Investment

ID: 394980728

calendar_today20-10-2011 22:59:58

13,13K Tweet

605 Followers

170 Following

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Position sizing is important, if you win big in your highest conviction you win a lot. If you win on your 1% size, it’s nothing.

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Why are the SaaS dropping so much? I think one of the reason could be that you have random startup that can just AI code it to clones them.

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$BKNG is starting to look attractive at this level, sadly I don’t have funds for it. I have to save money for tax payments in April for my contract works.

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$BKNG is interesting to me. They’ve been selling off due to threats of AI. If Gemini or GPT can book vacations and accept payment, it might delete $BKNG. $BKNG position as the middleman would be gone.

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$NFLX Paramount's offering is more superior bid for $WBD. Ooof I don't know about this, I do want Netflix to acquire them to become a streaming giant, but I also don't want Netflix to overpay it.

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Swapping $BKNG for $AMZN. AI agents could disintermediate online travel, making BKNG harder to forecast. Platform risk + margin compression = uncertainty. AMZN feels better positioned to own the AI layer, not be disrupted by it.